Senior Financial Advisor

1 week ago


Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full time

Company Description
Innovative Financial Advisor Services is a modern, well-capitalized, and professionally staffed insurance advisory. Our clients benefit from our unique approach and skillset, delivering tailor-made and best-of-breed solutions that are flexible with zero wastage. As an open architecture brokerage, our Senior Advisers can provide solutions on almost every regulated product, fund, short-term insurance and medical-aid in RSA. We strive to offer innovative solutions to meet our clients' unique financial needs.

Role Description
This is a full-time Senior Financial Advisor role at Innovative Financial Advisor Services. The role is hybrid, based in Pretoria and Johannesburg with the opportunity to work from home part of the time. The Financial Advisor will be responsible for providing comprehensive financial planning, retirement planning, investment advice, and financial advisory services to clients. Day-to-day tasks include conducting client consultations, developing financial strategies, maintaining client relationships, and staying updated on financial regulations and market trends.

Qualifications

  1. Skills in Financial Planning and Finance
  2. Experience in Retirement Planning and Investments
  3. Proficiency in providing Financial Advisory services
  4. Excellent interpersonal and communication skills
  5. Ability to work independently and as part of a team
  6. Relevant qualifications in finance, economics, or related field
  7. Professional certification (e.g., CFP, CFA) is a plus
  8. Experience in the insurance industry is beneficial
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